[email protected]

All Types of Vessels (Dry or Tanker) / Bulk (Handy-Supra-Panamax) / Breakbulk - MPP - TWN - RORO / Big Projects (3,000mt upto 1 million MT) / Yacht/Motorboat

[[email protected] @chartering]

Supramax Continent to China $26.000 pd

[Marhelm @MarhelmData]

If 3M b/d of Saudi crude still needs to be redirected east, that could tie up 36–40 additional VLCCs. If Gulf of Oman STS hits its ceiling and cargoes shift to Malaysia, that number could reach 58 VLCCs.

[Chris Shipping 🚢🚢 @christankerfund]

Even with VLCC resale prices reaching record prices, Sinokor still wants more and is looking for 15-17 year old vessels to add to its ever growing VLCC fleet.

[[email protected] @chartering]

🛢️💵💵💵🛢️

[Anders Sjastad, CFA @AndersSjastad]

10 very strong VLCCs on subs yesterday whilst everyone was selling their stonks

[[email protected] @chartering]

Poti, Georgia to Ukraine 3.000 MT Urea in bulk SF 52' 90-92 USD / mt

[EmtiaDefteri @emtiadefteri]

Demir cevheri, Brezilya'daki El Niño kaynaklı arz aksamasıyla yükseldi

🔸 Dalian'da ocak vadeli kontrat yüzde 0,56 artışla 715,5 yuana çıktı

🔸 Singapur'da Ekim kontratı yüzde 0,64 primle 96,65 dolara yükseldi

🧵 1/2

[Twaha rashid @Twaharashid]

A 2008-built VLCC reportedly just fetched ~$90M.

That compares with ~$51M for a 2007-built DHT EUROPE in January.

And a 2010-built KALLISTA reportedly reached ~$132M in September vs ~$89M for a 2012-built VLCC in February.

Same asset class. Wildly different market.

[Twaha rashid @Twaharashid]

Saudi Aramco is offering up to 20mn bbl of Gulf crude to Asia-Pacific buyers for Sep-Nov, including Arab Light, via STS transfers in the Gulf of Oman or delivered cargoes. That follows ~56mn bbl already sold since the 7mn b/d East-West pipeline shutdown.

[EmtiaDefteri @emtiadefteri]

Hürmüz Boğazı'ndan geçen emtia gemisi sayısı 10 günlük ortalamanın altında

🔸 Salı günü boğazdan üç emtia gemisi geçti, bir gün önce dört gemiydi

🔸 10 günlük ortalama yaklaşık 15 seviyesinde bulunuyor

🧵 1/2

[Captain Singh @captsingh]

The tanker boom is structural, not cyclical.

Trafigura's shipping head confirms a "paradigm shift": Middle Eastern producers are buying their own VLCCs to control exports, putting a structural floor under earnings & asset values .

VLCC spot rates >$1M/day on Gulf-Asia routes and $20bn in new orders signal this isn't a bubble — it's a new world led by VLCCs .

#Shipping #Tankers #VLCC #Maritime

[[email protected] @chartering]

$41 million net ptofit per 49 days voyage

[Tankers of The North🚢🇧🇻 @PetterOrms]

Selling $fro seems smart today🤣 Front Morgan fixed at $861k×49 days = 42 189 000 dollar - cash breakeven 1 200 000 dollar. Earning 41 000 000 in pure profitt!! That is 0,186$ in EPS added for the q4 div!! If this keeps on we will see over 4$ div for q4!! @AndersSjastad

[Chris Shipping 🚢🚢 @christankerfund]

$BWET is collapsing at -29%

[Peter Lindström @plmlindstroem]

Spot rates for dirty tankers mostly up.
TD3C FFA hammered down 13%.

VLCC TD3C TCE (AG ->CN) -7k to 1,259k➡️
TD3C FFA -13%🔨🐻
VLCC TD22 TCE (US->CN) +2k to 414k➡️
SUEZMAX AVG TCE +5k to 308k➡️
AFRAMAX AVG TCE +10k to 191k⬆️

$HUNT $FRO $ECO $DHT $BWET #OOTT

[[email protected] @chartering]

Continent HRC 857$/ton

[Karun Mittal💎 @karun_f7]

𝗡𝘂𝗰𝗼𝗿 𝗛𝗶𝘁𝘀 $𝟭,𝟮𝟭𝟬/𝘀𝘁 𝗮𝘀 𝗖𝗵𝗶𝗻𝗮 𝗛𝗥𝗖 𝗦𝗹𝗶𝗱𝗲𝘀; 𝗕𝗿𝗮𝘇𝗶𝗹 𝗔𝗻𝘁𝗶-𝗗𝘂𝗺𝗽𝗶𝗻𝗴 𝗥𝘂𝗹𝗶𝗻𝗴 𝗟𝗼𝗼𝗺𝘀

𝗨𝗦 𝗽𝗹𝗮𝘁𝗲 𝗽𝗿𝗶𝗰𝗲𝘀 𝘀𝘂𝗿𝗴𝗲 𝗮𝘀 𝘀𝘂𝗽𝗽𝗹𝘆 𝘁𝗶𝗴𝗵𝘁𝗻𝗲𝘀𝘀 𝗽𝗲𝗿𝘀𝗶𝘀𝘁𝘀
Nucor's #HRC spot price rose to $1,210/short ton, up $10 week-on-week, marking the ninth consecutive weekly increase. The sustained momentum reflects tight domestic supply conditions, with delivery lead times of 3-5 weeks and buyers reporting difficulty sourcing spot tons. US plate spot prices rose to $1,370/short ton, up 2.4% week-on-week, driven by maintenance schedules at major mills and delayed Indian JSW shipments.

𝗕𝗿𝗮𝘇𝗶𝗹'𝘀 𝗱𝗲𝗳𝗶𝗻𝗶𝘁𝗶𝘃𝗲 𝗮𝗻𝘁𝗶-𝗱𝘂𝗺𝗽𝗶𝗻𝗴 𝗿𝘂𝗹𝗶𝗻𝗴 𝗼𝗻 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗛𝗥𝗖 𝗶𝗺𝗺𝗶𝗻𝗲𝗻𝘁
Brazil's anti-dumping final ruling on Chinese hot-rolled coil is expected to land soon, with the investigation examining alleged dumping margins. The ruling will determine trade flows into Latin America's largest steel market. Meanwhile, the EU's HRC ex-works price for Northwest Europe reached $857/tonne, widening the spread against Asian CFR prices to a year-to-date high of $570/tonne.

Source:
https://t.co/WN370tHTIx
https://t.co/beVkvnLaq5

[[email protected] @chartering]

Norway ⬆️

[Marhelm @MarhelmData]

Norway is pumping more oil than expected.

August output hit 1.882M b/d, beating forecast by 79K b/d and rising 5.5% m/m. YTD production is now 4.6% above forecast. More Atlantic Basin barrels could mean more Aframax/Suezmax cargoes, especially if exports rise.

[[email protected] @chartering]

VLCC is a sailing fortune

[Marhelm @MarhelmData]

$CMBT is rumored to be selling 4 VLCC newbuildings for $1B ($250M per ship). That’s $50M above the last observed deal at ~$200M. If true, it would imply a ~25% jump in VLCC values.

[BreakWave @DryBulkETF]

Freight Futures AM Update

Dry Bulk
Capesize: down ~1%
Panamax: down ~1%

Tankers
VLCC: down ~5%
Suezmax: down ~5%

$BDRY
$BWET

[Chris Shipping 🚢🚢 @christankerfund]

Tankers down 4-5% across the board.

$ECO falling hard at -8%

$FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFN

[[email protected] @chartering]

$332 CFR

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

Jordan 🇯🇴 Wheat 🌾 tender today

MIT purchased 60k optional origin milling wheat from Bulgaria 🇧🇬 trader Buildcom @ $332 CFR Aqaba to be shipped FH of November 2026

Other Participants:
CHS 335.88
Cargill 342.93
Olam 339
4 companies
2 envelopes

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

Jordan 🇯🇴 Wheat 🌾 tender today

MIT purchased 60k optional origin milling wheat from Bulgaria 🇧🇬 trader Buildcom @ $332 CFR Aqaba to be shipped FH of November 2026

Other Participants:
CHS 335.88
Cargill 342.93
Olam 339
4 companies
2 envelopes